Experienced CFP Financial Consultant

2 weeks ago

Dallas, Texas, United States The Vanguard Group Full time
About the Role:

At Vanguard, we believe in empowering individuals to achieve their financial aspirations. As a Senior Certified Financial Planner, you will craft personalized financial strategies that align with the unique objectives of our clients.

In this position, you will be an integral part of a collaborative team that prioritizes relationships over transactions. Your responsibilities will encompass the roles of Financial Strategist, Client Relationship Manager, and Behavioral Guide.

Key Responsibilities:
1. **Relationship Management:** Build and nurture long-lasting relationships with clients, ensuring their trust and confidence in your guidance.
2. **Financial Planning Expertise:** Deliver tailored financial planning solutions based on the specific needs and goals of each client.
3. **Behavioral Coaching:** Proactively engage with clients to encourage positive financial behaviors and keep them focused on their objectives.

At Vanguard, our clients are our top priority. As a Senior Financial Advisor, your role will involve advocating for their best interests. Your genuine passion for helping others will thrive in this environment, where you will work closely with clients to facilitate their financial success.

Qualifications:
- A minimum of five years of experience in a client-facing advisory role.
- Proven track record in client service and managing a substantial book of business.
- Mastery in Client Relationship Management.
- Ability to be a positive change agent and collaborate effectively with peers.
- Strong investment knowledge and understanding of comprehensive planning topics.
- Demonstrated capability to mentor and coach others.
- Commitment to an educational and consultative approach with clients.
- Adaptability to evolving technology and processes.

Requirements:
- CFP certification is mandatory.
- Series 7, 63, or 66 licenses (or the ability to obtain them within three months of starting the position).

About Vanguard:
We are Vanguard, a leader in the investment industry, dedicated to changing the way the world invests. Our approach is rooted in values, ensuring that we invest with purpose and integrity.

Diversity and Inclusion:
Vanguard is committed to fostering a diverse and inclusive workplace. We believe that a diverse team enhances our ability to serve our clients effectively. Our culture is built on the principle of doing the right thing, which includes creating an environment where every team member feels valued and included.

Our Mission:
To advocate for all investors, ensuring fair treatment and the best chance for investment success.

Work Environment:
Vanguard embraces a hybrid working model, balancing flexibility with opportunities for in-person collaboration and learning.

  • Regional Financial Strategy Consultant

    1 week ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you passionate about guiding financial advisors in cultivating a planning-centric environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning offices, Regional Planning Consultants are vital in assisting investor...

  • RVP, Client Acquisition Specialist

    5 days ago

    Dallas, Texas, United States Allworth Financial Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Allworth Financial. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key ResponsibilitiesBusiness Development: Identify and pursue...

  • Senior Wealth Management Consultant

    2 weeks ago

    Dallas, Texas, United States Sunflower Financial Inc. Full time

    Company Overview:Sunflower Financial Inc. is seeking a dynamic and driven individual to join our expanding Wealth Management division.Position Summary:The Wealth Management Advisor will play a crucial role in delivering personalized wealth planning and investment management solutions to affluent clients, including individuals, families, businesses, and...

  • Financial Planning Advisor

    1 week ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you passionate about guiding professionals in cultivating a planning-focused environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning divisions, Regional Planning Consultants are vital in assisting investor...

  • Regional Financial Planning Advisor

    1 week ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you passionate about mentoring financial advisors in cultivating a planning-focused environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning divisions, Regional Planning Consultants are vital in assisting...

  • Regional Financial Planning Advisor

    1 week ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you passionate about mentoring financial advisors to cultivate a planning-focused environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning divisions, Regional Planning Consultants are essential in assisting...

  • Regional Financial Planning Advisor

    2 weeks ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you passionate about guiding financial advisors in cultivating a planning-focused environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning divisions, Regional Planning Consultants are essential in assisting...

  • Sales Consultant for Financial Solutions

    2 weeks ago

    Dallas, Texas, United States De-centralized Financial Group Full time

    Job OverviewAs a Sales Consultant for Financial Solutions, your primary responsibility will be to articulate the benefits of our offerings to prospective clients. You will play a crucial role in lead generation, optimizing provided leads, achieving sales objectives, fostering robust client relationships, and recommending tailored solutions that align with...

  • Regional Financial Planning Advisor

    2 weeks ago

    Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Exciting Career Opportunity:Are you enthusiastic about mentoring professionals in establishing a planning-focused environment while cultivating strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?In our vibrant Financial Planning divisions, Regional Planning Consultants are essential in assisting...

  • Financial Advisory Sales Consultant

    2 weeks ago

    Dallas, Texas, United States Equitable Advisors Full time

    Position Title: Financial Advisory Sales ConsultantCompany: Equitable AdvisorsJoin our esteemed financial services firm committed to empowering clients in reaching their monetary aspirations and safeguarding their financial well-being. We are seeking a skilled and driven Financial Advisory Sales Consultant to become part of our team, with the potential for...

  • Lead Financial Planning Advisor

    2 weeks ago

    Dallas, Texas, United States The Vanguard Group Full time

    Overview:At Vanguard, we are committed to empowering individuals to achieve their financial aspirations. As a Senior Wealth Management Consultant, you will craft personalized financial strategies tailored to meet the distinct objectives of our clients.In this pivotal role, you will engage in a collaborative environment where the focus is on fostering...

  • Field Sales Consultant

    2 weeks ago

    Dallas, Texas, United States Elevated Financial Benefits Full time

    Field Sales Consultant Opportunity at Elevated Financial BenefitsElevated Financial Benefits is experiencing significant growth and is looking for a Field Sales Consultant to serve the Dallas region. This position presents an excellent opportunity for substantial income potential and career progression, driven by a deep understanding of our innovative...

  • Experienced Tax Consultant

    1 week ago

    Dallas, Texas, United States NorthPoint Search Group Full time

    Position: Experienced Tax ConsultantCompany: NorthPoint Search GroupOverview:We are currently seeking an Experienced Tax Consultant to become a vital part of our expanding team at NorthPoint Search Group. This role is ideal for a professional who is looking to leverage their expertise in tax accounting within a supportive and dynamic environment.Key...

  • Virtual Client Sales Consultant

    1 week ago

    Dallas, Texas, United States Goldtribe Financial Full time

    Job Title: Virtual Client Sales ConsultantGoldTribe Financial, a prominent brokerage firm associated with Fortune 500 companies, is committed to assisting clients in enhancing and preserving their investment portfolios. Our skilled team of agents formulates tailored strategies focusing on asset diversification, beneficiaries, and annuities to address both...

  • Investment Strategy Consultant

    2 weeks ago

    Dallas, Texas, United States The Ladders Full time

    The Ladders is in search of a dynamic and driven professional to take on the full-time role of Investment Strategy Consultant within our expanding Wealth Management division. As a key member of our team, the Investment Strategy Consultant will be tasked with delivering insightful and impactful financial planning and investment management guidance to affluent...

  • Experienced Private Wealth Advisor

    2 weeks ago

    Dallas, Texas, United States BOK Financial Full time

    Position OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic initiatives and assess financial...

  • Experienced Private Wealth Advisor

    2 weeks ago

    Dallas, Texas, United States BOK Financial Full time

    Position OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic plans and assess financial...

  • Financial Services Representative

    5 days ago

    Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...

  • Senior Wealth Management Consultant

    2 weeks ago

    Dallas, Texas, United States Bank of America Full time

    Senior Wealth Management ConsultantLocation: Dallas, TexasPosition Overview:The Senior Wealth Management Consultant is tasked with acquiring new clientele, enhancing existing client relationships, and expanding both internal and external networks to meet business development objectives. This role oversees the Client Management Process (CMP) and collaborates...

  • Senior Financial Crimes Consultant

    1 week ago

    Dallas, Texas, United States Infosys Consulting Full time

    Position: Financial Crimes/AML (AML Transaction Monitoring, AML KYC/CDD)Role: Principal ConsultantLocation: Various locations availableAbout the RoleAs a Principal Consultant, you will oversee and direct the execution of client engagements, ensuring adherence to quality standards, budget constraints, and resource allocation. You will play a pivotal role in...